I noticed that the last 6 months or so the "growth-style" funds were lagging behind the market – SPYG, SCHG and the like. I have 10% of my assets in SMH, and it has been performing pretty nicely, and I believe it will continue to, because there's enough demand for semiconductor products even outside of the AI bubble.
I have another 10% that I am looking to allocate to a growth part of my portfolio. This is for a traditional IRA account, so tax-advantaged.
Anyone who's been looking for growth, what funds would you buy? SOXX? MRNY? GLD?